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Planera

Collaborative, visual CPM scheduling software with an AI scheduling assistant

Cloud-based critical path method (CPM) scheduling platform that replaces Primavera P6 and Microsoft Project with a visual, drag-and-drop canvas, real-time field updates, and an AI assistant ("Manny") that answers natural-language questions about float, logic ties, and what-if scenarios.

$26.9M total across three disclosed rounds: $5.4M seed (May 2023, led by Sorenson Ventures and Firebolt Ventures); $13.5M Series A (Aug 2024, led by Sierra Ventures with Sorenson Capital, Brick and Mortar Ventures, Prudence VC, and Firebolt Ventures — matches the seed_facts anchor); $8M extension (Oct 2025, Sorenson Capital, Sierra Ventures, Prudence, Brick and Mortar Ventures, and Zachry Construction Corporation). Per TechCrunch, PR Newswire, and company announcements. raisedGrowth Stage
Founded 2021 · "30+ ENR 100 General Contractors" per the company site; the Aug 2024 Series A announcement cited "more than two dozen customers" running schedules on "over 500 live projects." The Oct 2025 funding announcement reported "600% growth in data center projects in 6 months" and a 2024 year-in-review post cited 25M+ cumulative schedule-days managed (up from 2.5M at the start of 2024) — company-reported figures, not independently audited. Named customers across case studies and press include Balfour Beatty, HITT Contracting, Swinerton, Hensel Phelps, Big-D Construction, Zachry Construction, Shimmick, Drill Tech, CaseCo, Silverado Contractors, Cal Wadsworth Construction, AMLI Residential, Ralph L. Wadsworth (RLW), and Ryan Companies.
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Why This Tool Exists

The Problem

Construction schedules built in Primavera P6 or Microsoft Project typically live with a single trained scheduler because of per-seat licensing costs and a steep learning curve, so field crews and subcontractors are excluded from the tool. Progress flows back through slow, disconnected weekly update cycles, and schedule risk (delays, resource conflicts) is often discovered only after it has already cascaded into cost overruns.

The Solution

Planera provides a web-based, drag-and-drop CPM scheduling canvas that preserves full P6/MS Project logic (all four relationship types, lag/lead times, constraints, retained-logic vs. progress-override recalculation) while giving every team member access at no extra per-seat cost. Field crews log progress from mobile/iPad devices and the master schedule recalculates in real time; the "Manny" AI assistant answers natural-language questions about float and critical path and generates what-if scenarios, while automated DCMA 14-point checks and Monte Carlo simulation flag schedule-quality and risk issues.

How You Use It

Delivery Method
SaaS (Web Application)Mobile App (iPad)
Integrations
ProcoreAutodesk Construction CloudPrimavera P6 (XER/XML import-export)Microsoft Project (MPP import-export)
Disciplines
Project Phases
Preconstruction, Construction Administration
Project Types
Commercial, Industrial, Infrastructure, Data Center

Data Transparency

Exactly what this tool uses and how

Input
What it needs
Required:Construction schedule data (CPM activities, logic, and relationships)
Optional:Primavera P6 export files, Microsoft Project files, Field progress updates
Formats:XER, XML, MPP
Output
What you get
Format:Interactive web-based visual schedule (Gantt/canvas) plus dashboards, with exportable files
Fields:Critical path analysis, Float calculations, DCMA 14-point schedule quality score, Progress S-curves vs. baseline, Percent Plan Complete (PPC), Labor/resource allocation, AI-generated what-if scenario comparisons
Algorithm
How it works
Model:Proprietary CPM (Critical Path Method) scheduling engine; the "Manny" AI assistant runs on an undisclosed underlying model — not publicly documented
Accuracy:Not publicly specified — no independently audited accuracy metrics published. Marketing materials claim Manny completes tasks "in minutes" versus "1-4 hours" in Primavera P6, but this is a workflow-speed claim, not a validated accuracy figure.
Privacy
How your data is protected
Retention:Per the published privacy policy: personal data is retained "for as long as you have an open account with us or as otherwise necessary to provide you with our Services," with extended retention for legal/dispute purposes; the company may keep anonymized or aggregated data indefinitely.
Training:Not publicly specified — the privacy policy does not address whether customer schedule data is used to train Planera's AI models.
Compliance:SOC 2 Type II certified (announced via company blog; Trust Center at trust.planera.io)
API
Integration
Endpoint:Contact vendor for API access — no public developer portal or API documentation found. Note: the company's Features page markets a "modern API" for custom integrations, but this claim is not corroborated by any published API reference, and one third-party software directory states Planera does not offer an API — treat with caution pending vendor confirmation.
Method:Not publicly documented

Use Cases

  • ·Building and maintaining collaborative CPM schedules shared across office and field teams without per-seat licensing limits
  • ·Migrating legacy Primavera P6 or Microsoft Project schedules to a visual, drag-and-drop format while preserving logic, calendars, and relationships
  • ·Capturing real-time field progress updates from mobile/iPad devices that recalculate the master schedule immediately
  • ·AI-assisted schedule health checks (DCMA 14-point), critical-path/float analysis, and what-if scenario planning via the Manny assistant
  • ·Tracking schedule risk across large data-center and multi-project portfolios to flag delays before they cascade

Pricing

Free
No public self-serve free tier; Planera EDU offers free visual scheduling access for university/education use. Commercial use requires booking a demo.
Pro
Not publicly listed — project-based custom pricing rather than per-seat licensing; unlimited users are included at no extra cost across plans, per the pricing page.
Enterprise
Custom pricing via sales/demo — adds SSO, custom integrations, volume/portfolio pricing, and dedicated onboarding support for organizations managing multiple projects.
Sources & Research NotesResearch date: 2026-07-17
Fields Checked (13)
problem, solution, deliveryMethod, integrations, yearFounded, fundingTotal-rounds-and-investors, input-formats, output-format, algorithm-approach, compliance-soc2, useCases, customerBase (company-reported figures with citations), headquarters-location
Not Found (8)
algorithm-model-name-for-Manny, algorithm-accuracy-methodology, exact-pricing-tiers-and-dollar-amounts, API-documentation-and-developer-portal, privacy-training-policy, exact-data-hosting-region, GDPR-compliance-statement, exact-total-customer-count
About this research: This record summarizes the cited sources and fields checked. A research date does not establish hands-on testing. Consult the original sources for current details and limitations.